$400MM AUM | $3.5MM GDC in Norwell, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Norwell, MA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are an RIA seeking to grow possibly through acquisition. Ideally we would find a firm that would like to be acquired and possibly bring more financial planning expertise to the table. We may seek advisors in different markets. Finding a good cultural fit and a firm with very high integrity is a must.

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